FAQ

No, we provide our solution only as a managed solution.

As a Microsoft Certified ISV we provide our solution always as a managed solution to be compatible with all Microsoft updates and maintenance procedures. This is not possible with an unmanaged solution.

Client Prerequisites:

• Microsoft CRM 2011 update, rollup version 8 or higher installed,
• Microsoft Internet Explorer version 8 or higher installed,
• Microsoft CRM Administrator privileges,
• Pop-up blocker is disabled in Microsoft Internet Explorer,
• Silverlight 5 Runtime is installed (available in Windows Update).

For on-premise deployments:

• Microsoft CRM Rollup 8, 11 version 2, 12, or 13.Default languages of you CRM System should be English, German, Dutch, French, Russian, Portuguese (Brazilian), Czech or Spanish,
• That you are using SQL server 2008 R2 or higher.

If you are going to use Employee Self Service functionality:

• Ensure that Internet Explorer 10 or higher is installed,
• That JavaScript is activated in your browser (it is by default),
• That Microsoft CRM Rollup 12 is installed.

Popup Blocker in Internet Explorer is active. Disable Popup Blocker in Internet Explorer

1. Click the "Gear" icon in the upper right corner of your Internet Explorer,
2. Select the “Internet Options” menu item from the pull-down menu,
3. Select the “Privacy” tab from the Pop-up Dialog box,
4. Make sure to uncheck the checkbox “Turn on Pop-up Blocker” (the checkbox needs to be empty),
5. Then select the “OK” button at the bottom of the Dialog box.

Verifying your current CRM version Go: CRM

1. The "File" Tab,
2. Select “Help” from the drop down menu,
3. Select “About Microsoft Dynamics CRM” from the extended menu,
4. A pop-up window will open up showing the current CRM version.

The required Build Number needs to be (5.0.9690.2243) or higher.

When trying to import our solution, it fails. In the Import error log you will see the following error on the first "Appointment" object:

Entity Appointment Appointment Appointment Commitment representing a time interval with start/end times and duration. Failure 0x8004F016 A managed solution cannot overwrite the Attribute component with Id=7f6787b7-2a29-e211-b392-00155d016f0b which has an unmanaged base instance.

To check the value:

1. Open CRM with your Internet Explorer
2. Click Settings => Customizations from the Left Site Map
3. Double Click "Customize the System" from the Customization Window
4. Expand "Entities" from the Left Site Map
5. Select the "Appointment" Entity
6. Click the "Primary Field" tab in the Appointment Information Window
7. Verify the "Maximum Length" field is set to "255"

If the Maximum value is not set to 255, please do the following:

1. Expand the Appointment entity in your left Site Map
2. Click the “Fields” subcategory
3. Scroll down to the field “Subject” in the field list view window
4. Double Click the “Subject” field to open the properties view
5. At the bottom you should see “Maximum Length”
6. Set it to 255
7. Click Save and Close at the top of the field list view window
8. Publish all Customizations

Once you have Published the customizations, please attempt to Import the solution again and see if the issue has been resolved.

In most cases this Warning message appears because of 'Missing Language Packs'. The language pack is not critical for functional use, you can ignore the warning and go ahead.

The import process requires that the current user has “System Administrator” privileges in the Microsoft Dynamics system. To verify that your current user has “System Administrator” privileges, please do the following:

GO: CRM / Settings / Administration / Users

1. You’re then provided with a user list for the CRM System. Select your current user from the list by checking the checkbox next to their name and then selecting the user.
2. You’re then presented with the Properties page of the selected user. Click on the menu item “Security Roles” from the navigation menu, on the left.
3. You’re then presented with the Security Roles configuration page. If you DO NOT see the role of "System Administrator", contact your CRM Administrator and request that they add this role for your user, or select a user that already has the "System Administrator" role.

Note: Microsoft Dynamics demo systems automatically assign the subscribing user the “System Administrator” security role.

Rollup 23 or higher

Open your Dynamics and go to Nav Bar -> Settings -> Available Licenses.

Click on Upload License in the top left corner.

Copy the content of your license file to the dialog and click Next until the dialog confirms the validity of your license.

For more details, visit our eLearning Portal

Rollup 22 or older:

To update your CRM system with a new xRM1 Business Solutions license, please open your CRM system in a web browser and go to: Settings => Solutions.

There you need to open the solution with the Display Name "xRM1 Rollup ..." by double clicking.

Once the solution opens, stay on the configuration page. Go to the tab Licensing. There you will find a button "License upload". Click the button and you will be able to select the license file from your drive.

Please be aware that the user you are using to do this change has to have administration privileges in your CRM system.

Silverlight is not installed. Install Silverlight 5 and higher, it’s free.

Report-package is not imported. Import report-package (on-premise only).

You are using SQL server 2008 or older. Check, if you´re using SQL server 2008 R2 version or higher.

The length of the subject field in the entity appointment isn’t 255. Please check the length of the subject field in the entity appointment; it should be set to 255.

License is faulty. Please contact support and provide them with your Microsoft CRM system Organization Unique Name. You can get it from the Configuration page.

This issue usually occurs when the client machine´s Internet Explorer Web browser is not calling Microsoft CRM with the right URL that is used by the web service, too.

With the correct URL, the Silverlight component will also be correctly loaded through the CRM System connection.

To find the correct URL, please navigate in CRM to: Settings -> Customizations -> Developer Resources, and open the link for 'Organization Service'.

If the link opens correctly, please connect to CRM using only this URL (without 'XRMServices/2011/Organization.svc') in the future.

This link is the correct one for your preset CRM connection.

This Problem can have several reasons:

1. Solution is not activated
2. License is not assigned to the current user
3. The license type is restricted and doesn’t allow the certain function.

Check activation and the assigned license types.

Can I use the xRM1 solutions in a hosted environment, too?

Yes, you can use it in any kind of environment. CRM online, hosting, and on-premise are all supported.

How long does the installation take? And how complicated is the installation process?

The installation is done in 3-5 Minutes depending on the performance of your system. Simply import the Solution in your System. That’s it!

How can I select the language packs I want to use?

Your environment’s language packs are controlled by your Microsoft CRM installation. First, you have to install all the language packs you want to use on your CRM server. Afterwards, the language packs have to be activated in Microsoft CRM via Settings – Administration - Languages. The xRM1 solutions provides all available language packs to you. When you import the xRM1 solution in Microsoft CRM, it will only import the language packs that are available in your server.

Yes it’s possible. Language pack use is dependent on the languages that are activated in your CRM Server. While importing the solution, you will get a warning that some languages won´t be installed. This doesn`t affect the use of xRM1 in the enabled languages. If you enable further languages after importing xRM1, you have to import the solution again to enable these languages for xRM1 as well.

What happens, if I import xRM1 in a CRM system with only one language?

This is possible. While importing the solution, you will get a warning that some languages won´t be installed. This doesn`t affect the use of xRM1 in the enabled language.

The license key requires the Display Name and the Organization Name of my CRM-System. Where do I find this information?

The Display Name is shown everywhere in the upper right corner of your Internet Explorer Browser, when accessing your Microsoft CRM system.
The Organization Unique Name can be found on the following page in the CRM system: Settings => Customizations => Developer Resources => Organization Unique Name

Warning: if you delete the xRM1 Business Solutions from your system, all data that you have entered in the functional areas of our solutions (e.g. projects, HR data, etc.) will be deleted, too!

To remove xRM1 Business Solutions from your CRM system , please open your CRM system and go to: Settings => Solutions.

There you need to open the solution with the Display Name "xRM1 Rollup ..." by double clicking.

Once the solution opens, stay on the configuration page. Go to the tab Global. There you will find a button "Prepare uninstall". Click the button and confirm the dialog. This will remove all navigation items for the xRM1 Business Solution from your system.

After this is completed, close the solution window and go back to the CRM main window, showing the installed solutions. Mark the solution with the Display Name "xRM1 Rollup ..." by single click on the left side of the line. Then select "Delete".

The removal will take about 10-15 minutes depending on the system speed. Please do not close the windows.

Please be aware that the user you are using to do this change has to have administration privileges in your CRM system.

If you receive an error message similar to the following screen, please use the following article to help resolve the issue

End User Tips

Use your corporation‘s public wifi network that has no port restrictions.
Contact your IT administrator and request an exception to forward port 3389 to your desired remote system.
Try the connection from home.

Technical Tips

Check your Windows Firewall settings
Windows Vista and Windows 7/8 (Professional, Ultimate, Business, or Enterprise Editions)

Check your Windows Firewall settings:
- Use your corporation‘s public wifi network that has no port restrictions.
- Contact your IT administrator and request an exception to forward port 3389 to your desired remote system.
- Try the connection from home.

- Click on the start menu.´
- Select "Control Panel".
- Click on "Windows Firewall".
- In the left pane click on "Allow a program or feature through Windows Firewall".
- Click the "Change Settings" button.
- Check all 4 boxes on the "Remote Desktop" line.
- Click "OK" to Save.

- Windows XP (Professional Edition)
- Click on the start menu.
- Select "Control Panel".
- Double click on "Windows Firewall".
- Click on the "Exceptions" tab at the top.
- Check the box next to "Remote Desktop".
- Click "OK" to Save.

Forward your Router’s TCP port 3389 to the destination computer's IP address. To allow remote connections from outside of your home network, you need to set up your router to forward remote access requests to
the computer that you want to connect to.
On any network computer that's connected to the Internet, open a web browser and type the internal IP address of your router. This address will usually be 192.168.1.1, 192.168.0.1 or 192.168.2.1. Refer to the instructions that came with your router if you need more information about accessing the router's configuration screen.
Type the router administrator user name and password.
In the router's configuration screen, look for a place to turn on port forwarding (also called port mapping)
Forward TCP port 3389, the default port for Remote Desktop Connection, to the IP address of the remote system you want to access from outside the network

1. Open the CRM Online Portal (https://portal.office.com/)

2. Go to the section Support and then to Service Requests and then click on the Plus sign in menue.

3. Then choose the option Dynamics CRM Online

4. Important: please identify the issue in the form

The upgrade from Silverlight to Goldbright started in 2014 and will be finalized in 2017. Considerable feature extensions and customizability of the components will be added (Example: Resource planning > planning by hours)

2014

The technology upgrade was kicked off with the time tracking components as well as the Work Balance Structure (WBS), available since Rollup 16

Product-News

2015

Upgrade of Resource Management and Gantt Chart

2017

The upgrade will be finalized with billing and all other components

For more detailed information, please see below:

Feature Billing and Invoicing

Do I need to do anything to protect our own specific customizations before importing the solution?

Because of the default behavior of CRM, it is possible that some customizations maybe overwritten during the install of our solution.

To ensure that this will not happen, please back up customizations by performing the following steps:

1. Create an unmanaged solution.
2. Add all entity customizations to this unmanaged solution.
3. Publish all customizations.
4. Export the solution and save as a backup.

No. Under no circumstance should the solution be uninstalled, as all data will be lost. Every rollup update can easily be installed on an existing version.

The documentation how to upgrade the xRM1 Solutions, you will find here: Update Guide

Client Prerequisites:

• Microsoft CRM 2011 update, rollup version 8 or higher installed,
• Microsoft Internet Explorer version 8 or higher installed,
• Microsoft CRM Administrator privileges,
• Pop-up blocker is disabled in Microsoft Internet Explorer,
• Silverlight 5 Runtime is installed (available in Windows Update).

For on-premise deployments:

• Microsoft CRM Rollup 8, 11 version 2, 12, or 13.Default languages of you CRM System should be English, German, Dutch, French, Russian, Portuguese (Brazilian), Czech or Spanish,
• That you are using SQL server 2008 R2 or higher.

If you are going to use Employee Self Service functionality:

• Ensure that Internet Explorer 10 or higher is installed,
• That JavaScript is activated in your browser (it is by default),
• That Microsoft CRM Rollup 12 is installed.

Microsoft Edge is not yet supported by all versions of Microsoft Dynamics CRM.

According to the following article, Microsoft Edge is only supported if you are using Microsoft Dynamics CRM Online 2015 Update 1.1
https://technet.microsoft.com/en-us/library/hh699710.aspx

Additionally, the xRM1 Business Solutions are using Silverlight to deliver core functionalities, such as project management, resource allocation or fast time entry.

Therefore we recommend that you keep using Internet Explorer 11, as it still supports Silverlight.

xRM1 is working on replacing all Silverlight functions with Goldbright technology to enable all xRM1 Business Solution functions across all browsers, including Microsoft Edge.

Right now, the Goldbright based Work-Breakdown-Structure and the Goldbright inline-editing datagrids are already supporting the new Microsoft Edge browser.

In the upcoming releases of xRM1 Business Solutions you will find more and more functions added as Goldbright technology. The change from Silverlight to Goldbright should be completed by the end of 2017.

I’ve imported the solution but I can’t use any of the functions. I always get a message saying I have insufficient rights.

Please ensure that the user you’re using is activated as a user for the module and you’ve assigned the necessary security roles. For details, please consult the manual.

There may be two reasons for this behavior. Firstly, please ensure that the user you are using is activated as a user for the solution and you have assigned the necessary security roles. Depending on the assigned security roles, there are different forms available. Additionally, there is a new function of CRM – the so-called role-based forms. Depending on the security roles of your user, you may have several different forms. The form with the ‘read-only’ fields is the form for Time Entry users. You can change the form by selecting another form in top left hand sidebar.

This behavior is based on the authentication of Microsoft CRM. The following example describes the behavior: In Outlook, the name of the CRM server used to open CRM (e.g. http://crm). In the Internet Explorer, Microsoft CRM was opened via an external URL (e.g. http://crm.company.com). For using Microsoft CRM via the internet (e.g. http://crm.company.com), Microsoft allows only the claim-based authentication via AD FS 2.0. The above described problem occurs when you try to access Microsoft CRM via the internet address and you are using a different authentication type other than AD FS 2.0. xRM1 is seamless integrated into Microsoft CRM, so it uses the same Microsoft CRM standard function for authentication that is defined in the SDK, to get the URL. Please use only the Internet Explorer server name (e.g. http://crm) to start CRM, if you don’t use AD

This error appears if Microsoft CRM is not started with the right URL for the Microsoft CRM Webservice. If the correct URL is used for accessing the CRM system, the Silverlight components are displayed in the right way as well.
To figure out if you have the right URL for your Microsoft CRM system, go to Settings -> Customizations -> Developer Resources and click on the link for the Organization Service.
If the page opens up properly, then you should use this URL (without "XRMServices/2011/Organization.svc") for future CRM system access. This link is definitely the proper link for your CRM system.

After opening the Solution I get the error: This feature is not included in your license model?

The message indicates that some of your chosen functions are not included in your user license.
Please check which license your user is assigned to (Settings – License Assignments).

Yes, you can customize all xRM1 entities, like all other Microsoft Dynamics CRM entities.

For more details on customizing, visit or eLearning Portal.

There are some security roles which come with xRM1. Can I change the rights for these security roles (e.g. for granting more/less rights to the Project Manager role)?

Yes, you can change the rights for the security roles delivered with the solution. What you must not change are the security role names as the Silverlight components check for the role names, for granting access to these functions. There are some special requirement regarding the securite role "Time Recording". If you want to change this role please contact customer support in advance.